{ "path": "/advisors/ca/sacramento/fee-only", "url": "https://advisorcensus.com/advisors/ca/sacramento/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Sacramento, CA", "filters": {}, "scope_total": 53, "faq": [ { "q": "How many financial advisory firms are there in Sacramento, CA?", "a": "AdvisorCensus lists 172 investment advisory firms with a principal office in the Sacramento metro area, from Form ADV filings as of October 2026: 57 SEC-registered, 91 state-registered, and 24 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Sacramento, CA?", "a": "53 of the 172 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Sacramento, CA offer financial planning?", "a": "111 of the 148 firms in Sacramento, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Sacramento, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 53 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 53 investment advisory firms with a principal office in the Sacramento metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Sacramento has 172 investment advisory firms with a principal office in the metro area as of October 2026: 57 SEC-registered, 91 state-registered, and 24 exempt reporting advisers. 53 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 75 report under $100 million in regulatory assets under management. The metro area has 881,889 households, 155,198 of them with income of $200,000 or more, or 902 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Sacramento, CA: 53 firms from Form ADV filings as of October 2026.", "total_firms": 53, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 16, "state": 37, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 53 }, { "code": "percentage_of_aum", "count": 48 }, { "code": "hourly", "count": 30 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 35 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 26 }, { "code": "5_to_9", "count": 13 }, { "code": "10_to_19", "count": 8 }, { "code": "20_plus", "count": 6 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 16 }, { "code": "25m_100m", "count": 16 }, { "code": "100m_500m", "count": 14 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 133240, "name": "Aaron Geoffrey Turner", "name_as_filed": "AARON GEOFFREY TURNER", "url": "https://advisorcensus.com/firm/aaron-geoffrey-turner-sacramento-ca-133240", "city": "Sacramento", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 149683, "name": "Adams Ashby Financial Advisors", "name_as_filed": "ADAMS ASHBY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/adams-ashby-financial-advisors-sacramento-ca-149683", "city": "Sacramento", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140186, "name": "Alpenglobal Capital, LLC", "name_as_filed": "ALPENGLOBAL CAPITAL, LLC", "url": "https://advisorcensus.com/firm/alpenglobal-capital-llc-tahoe-city-ca-140186", "city": "Tahoe City", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154366, "name": "Alpine Peaks Consulting", "name_as_filed": "ALPINE PEAKS CONSULTING", "url": "https://advisorcensus.com/firm/alpine-peaks-consulting-alpine-meadows-ca-154366", "city": "Alpine Meadows", "state": "CA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144481, "name": "Argos Wealth Advisors LLC", "name_as_filed": "ARGOS WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/argos-wealth-advisors-llc-sacramento-ca-144481", "city": "Sacramento", "state": "CA", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333085, "name": "Atwima Wealth Management LLC", "name_as_filed": "ATWIMA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/atwima-wealth-management-llc-sacramento-ca-333085", "city": "Sacramento", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340191, "name": "Baluden Financial", "name_as_filed": "BALUDEN FINANCIAL", "url": "https://advisorcensus.com/firm/baluden-financial-sacramento-ca-340191", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 153633, "name": "Bellwether Capital Management LLC", "name_as_filed": "BELLWETHER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bellwether-capital-management-llc-fair-oaks-ca-153633", "city": "Fair Oaks", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 6290, "name": "Bridgeview Capital Advisors, Inc.", "name_as_filed": "BRIDGEVIEW CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/bridgeview-capital-advisors-inc-el-dorado-hills-ca-6290", "city": "El Dorado Hills", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306645, "name": "CIF Advisors Inc.", "name_as_filed": "CIF ADVISORS INC.", "url": "https://advisorcensus.com/firm/cif-advisors-inc-sacramento-ca-306645", "city": "Sacramento", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108027, "name": "Decamilla Capital Management LLC", "name_as_filed": "DECAMILLA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/decamilla-capital-management-llc-sacramento-ca-108027", "city": "Sacramento", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111368, "name": "Delta Wealth Management", "name_as_filed": "DELTA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/delta-wealth-management-granite-bay-ca-111368", "city": "Granite Bay", "state": "CA", "years_registered": 33, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334463, "name": "Eckel Financial Advisors", "name_as_filed": "ECKEL FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/eckel-financial-advisors-fair-oaks-ca-334463", "city": "Fair Oaks", "state": "CA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145449, "name": "Elite Capital Services, LLC", "name_as_filed": "ELITE CAPITAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/elite-capital-services-llc-folsom-ca-145449", "city": "Folsom", "state": "CA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160837, "name": "Emerald Bay Wealth Management LLC", "name_as_filed": "EMERALD BAY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/emerald-bay-wealth-management-llc-tahoe-city-ca-160837", "city": "Tahoe City", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 287615, "name": "Endeavor Financial Planning", "name_as_filed": "ENDEAVOR FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/endeavor-financial-planning-sacramento-ca-287615", "city": "Sacramento", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332527, "name": "Equity X Investments, LLC", "name_as_filed": "EQUITY X INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/equity-x-investments-llc-sacramento-ca-332527", "city": "Sacramento", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328938, "name": "Flyway Advisors", "name_as_filed": "FLYWAY ADVISORS", "url": "https://advisorcensus.com/firm/flyway-advisors-davis-ca-328938", "city": "Davis", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329515, "name": "Folsom Wealth Advisors", "name_as_filed": "FOLSOM WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/folsom-wealth-advisors-folsom-ca-329515", "city": "Folsom", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157329, "name": "Gasber Financial Advisors, Inc", "name_as_filed": "GASBER FINANCIAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/gasber-financial-advisors-inc-folsom-ca-157329", "city": "Folsom", "state": "CA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168702, "name": "Gaylord Wealth Management, LLC", "name_as_filed": "GAYLORD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gaylord-wealth-management-llc-rocklin-ca-168702", "city": "Rocklin", "state": "CA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327819, "name": "Golden Wealth Capital, LLC", "name_as_filed": "GOLDEN WEALTH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/golden-wealth-capital-llc-sacramento-ca-327819", "city": "Sacramento", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310041, "name": "Goldenstone Wealth Management", "name_as_filed": "GOLDENSTONE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/goldenstone-wealth-management-el-dorado-hills-ca-310041", "city": "El Dorado Hills", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106121, "name": "Hammer Asset Management, LLC", "name_as_filed": "HAMMER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hammer-asset-management-llc-auburn-ca-106121", "city": "Auburn", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317351, "name": "Hesperian Wealth", "name_as_filed": "HESPERIAN WEALTH", "url": "https://advisorcensus.com/firm/hesperian-wealth-folsom-ca-317351", "city": "Folsom", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284702, "name": "JC Financial Services", "name_as_filed": "JC FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/jc-financial-services-loomis-ca-284702", "city": "Loomis", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289988, "name": "Legacy Builders Financial, LLC", "name_as_filed": "LEGACY BUILDERS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/legacy-builders-financial-llc-folsom-ca-289988", "city": "Folsom", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342560, "name": "Lynch Financial Advisors", "name_as_filed": "LYNCH FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/lynch-financial-advisors-roseville-ca-342560", "city": "Roseville", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304909, "name": "Mathews Capital Management", "name_as_filed": "MATHEWS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mathews-capital-management-folsom-ca-304909", "city": "Folsom", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332369, "name": "New Paradigm Wealth Advisory", "name_as_filed": "NEW PARADIGM WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/new-paradigm-wealth-advisory-sacramento-ca-332369", "city": "Sacramento", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 114091, "name": "NIX Wealth Management", "name_as_filed": "NIX WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/nix-wealth-management-sacramento-ca-114091", "city": "Sacramento", "state": "CA", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130864, "name": "Northbrook Financial Group, LLC", "name_as_filed": "NORTHBROOK FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/northbrook-financial-group-llc-auburn-ca-130864", "city": "Auburn", "state": "CA", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314931, "name": "Pedicord Wealth Management, LLC", "name_as_filed": "PEDICORD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pedicord-wealth-management-llc-rocklin-ca-314931", "city": "Rocklin", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340734, "name": "Propel Private Wealth LLC", "name_as_filed": "PROPEL PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/propel-private-wealth-llc-sacramento-ca-340734", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342935, "name": "Royce Wealth Management LLC", "name_as_filed": "ROYCE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/royce-wealth-management-llc-sacramento-ca-342935", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336457, "name": "San Francisco Asset Solutions", "name_as_filed": "SAN FRANCISCO ASSET SOLUTIONS", "url": "https://advisorcensus.com/firm/san-francisco-asset-solutions-sacramento-ca-336457", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 125451, "name": "Sierra Financial Planning & Asset Management", "name_as_filed": "SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/sierra-financial-planning-and-asset-management-roseville-ca-125451", "city": "Roseville", "state": "CA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 284949, "name": "Sisto Investment Advisory, LLC", "name_as_filed": "SISTO INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/sisto-investment-advisory-llc-roseville-ca-284949", "city": "Roseville", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292207, "name": "Slalom Wealth Management, LLC", "name_as_filed": "SLALOM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/slalom-wealth-management-llc-sacramento-ca-292207", "city": "Sacramento", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307384, "name": "Soesbe Financial", "name_as_filed": "SOESBE FINANCIAL", "url": "https://advisorcensus.com/firm/soesbe-financial-sacramento-ca-307384", "city": "Sacramento", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142887, "name": "Strategic Retirement Advisors, LLC", "name_as_filed": "STRATEGIC RETIREMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/strategic-retirement-advisors-llc-elk-grove-ca-142887", "city": "Elk Grove", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326734, "name": "T. Sharp Wealth Management", "name_as_filed": "T. SHARP WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/t-sharp-wealth-management-folsom-ca-326734", "city": "Folsom", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120938, "name": "Tate Private Wealth Advisers", "name_as_filed": "TATE PRIVATE WEALTH ADVISERS", "url": "https://advisorcensus.com/firm/tate-private-wealth-advisers-sacramento-ca-120938", "city": "Sacramento", "state": "CA", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342851, "name": "Teapot Investments LLC", "name_as_filed": "TEAPOT INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/teapot-investments-llc-sacramento-ca-342851", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171082, "name": "Three Oaks Wealth", "name_as_filed": "THREE OAKS WEALTH", "url": "https://advisorcensus.com/firm/three-oaks-wealth-gold-river-ca-171082", "city": "Gold River", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172558, "name": "Thrive Financial Planning", "name_as_filed": "THRIVE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/thrive-financial-planning-el-dorado-hills-ca-172558", "city": "El Dorado Hills", "state": "CA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309109, "name": "Tidwell Wealth Management LLC", "name_as_filed": "TIDWELL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/tidwell-wealth-management-llc-rocklin-ca-309109", "city": "Rocklin", "state": "CA", "years_registered": 0, "raum_band": 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